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BPSCX vs DFSVX
BPSCX vs DFSVX Comparison
Open Charts BPSCX vs DFSVX
Boston Partners Small Cap Value II I
Price$25.22
Change+$0.19 (+0.76%)
VolumeN/A
Net Assets599.09M
DFA US Small Cap Value I
Price$48.60
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets16.1B
BPSCX vs DFSVX Comparison Chart in %
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BPSCX vs. DFSVX commentary
Jul 07, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BPSCX is a Buy and DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. BPSCX (599M). DFSVX pays higher dividends than BPSCX: DFSVX (1.67) vs BPSCX (0.56). BPSCX was incepted earlier than DFSVX: BPSCX (27 years) vs DFSVX (32 years). BPSCX (1.30) is less costly to investors than DFSVX (0.31). BPSCX is a more actively managed with annual turnover of: 55.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than BPSCX: DFSVX (0) vs BPSCX (2500). DFSVX annual gain was more profitable for investors over the last year : 9.45 vs. BPSCX (1.43). DFSVX return over 5 years is better than : 105.30 vs. BPSCX (43.18).
| BPSCX | DFSVX | BPSCX / DFSVX | |
| Total Expense Ratio | 1.26 | 0.31 | 406% |
| Annual Report Gross Expense Ratio | 1.30 | 0.31 | 419% |
| Fund Existence | 27 years | 32 years | - |
| Gain YTD | 4.043 | 1.067 | 379% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 599M | 16.1B | 4% |
| Annual Yield % from dividends | 0.56 | 1.67 | 34% |
| Returns for 1 year | 1.43 | 9.45 | 15% |
| Returns for 3 years | 1.30 | 32.84 | 4% |
| Returns for 5 years | 43.18 | 105.30 | 41% |
| Returns for 10 years | 17.50 | 45.10 | 39% |
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